Sequoia Financial Advisors’s SS&C Technologies SSNC Stock Holding History

Sequoia Financial Advisors’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$775K	Buy
2025 Q1	$267K	Sell
2024 Q4	$258K	Sell
2024 Q3	$38M	Buy
2024 Q2	$32.1M	Buy
2024 Q1	$31.3M	Buy